Corporate Advisory
Strategic financial guidance for SMEs navigating growth, restructuring, strategy, turnaround, recovery, transition or emerging risk.
Based in Sydney and advising businesses across Australia, Halo Advisory provides commercially grounded corporate advisory services – from strategic planning and restructuring to transaction oversight and risk management.
CORPORATE ADVISORY MEANING
What is Corporate Advisory?
Corporate Advisory involves structured financial, operational and strategic guidance to help directors make informed decisions before risk escalates.
These advisory services assist with:
- Strategic planning
- Turnaround and recovery
- Sustainable Growth strategies
- Financial restructuring
- Mergers and acquisitions, and
- Risk management
Our aim is to help your business achieve its goals by providing customised solutions that enhance operational efficiency and drive growth.
ADVISORY SERVICES FOR EVERY STAGE
Do You need Corporate Advisory Service?
You may benefit from Corporate Advisory services if key business decisions involve financial complexity, operational risk or long-term strategic impact.
Corporate Advisory is valuable when:
- You are planning expansion, acquisition or capital investment
- Financial performance has plateaued and margins require review
- You are restructuring operations outside of formal insolvency processes
- Major stakeholder decisions require independent financial analysis
- Risk exposure is increasing and governance needs strengthening
- You want objective, commercially grounded insight before committing to change
If your decisions affect staff, creditors, investors or long-term viability, structured advisory guidance can reduce uncertainty and improve outcomes.
How Our Corporate Advisory Helps You
Strategic Financial Review
We assess financial performance, capital structure, cash flow dynamics and risk exposure to identify strengths and areas requiring adjustment.
Risk & Governance Oversight
We help directors understand financial and operational risks, ensuring decisions align with long-term stability.
Operational & Margin Analysis
Cost structures, revenue models and operational efficiency are reviewed to support sustainable profitability.
Transaction & Growth Support
If expansion, acquisition or restructuring is under consideration, we provide financial modelling and scenario analysis to guide decision-making.
Planning Growth or Navigating Change?
Whether expanding, restructuring, turnaround or evaluating new opportunities, structured advisory insight reduces uncertainty.
Speak with an experienced advisor today.
Why Choose Halo Advisory
Corporate Advisory demands more than technical knowledge; it requires practical experience and a clear understanding of the situation. Get the right strategic advice to strengthen decision-making, reduce uncertainty and provide structured direction.
SME-Focused Insight
We understand the pressures facing small and medium-sized enterprises.
Commercial Experience
Our advice is grounded in real-world business ownership and executive experience.
Clear, Structured Communication
Complex financial matters are explained without jargon.
Director-Centred Approach
We work alongside directors to strengthen decision-making; not replace it.
Meet Greg
Greg Bartels is the Director of Halo Advisory and the founder of Halo Tax + Accounting. With 25+ years of experience running his own businesses and working in senior roles in large organisations, he brings a practical, grounded approach to helping business owners make confident, forward-looking decisions.
What are the advantages of a Corporate Advisor?
Access to expert insights
Enhanced decision-making capabilities
Achieve long-term sustainability
Improved financial performance
Effective risk management
Navigate complex issues confidently
With Halo Advisory by your side, you don’t have to make business decisions alone.
Let’s work together to map out a brighter future for your business.
Contact us today for a free, no-obligation consultation and take the first step towards financial and business success.
FAQs
What types of businesses use Corporate Advisory services?
Corporate Advisory services are used by businesses of all sizes and industries. This includes startups, SMEs, and large corporations looking to navigate complex financial situations or strategic changes.
How long does the Corporate Advisory process take?
The duration of the Corporate Advisory process varies based on the specific needs of your business. Initial assessments may take a few weeks, while implementing strategies can extend over several months.
Will I need to provide financial information for Corporate Advisory?
Yes, to provide effective advice, we typically require access to your financial statements, operational data, and any relevant business plans. This information helps us tailor our approach to your unique situation.
Can Corporate Advisory help with mergers and acquisitions?
Absolutely! Corporate Advisory includes expert guidance on mergers and acquisitions, from identifying potential targets to negotiating terms and ensuring a smooth integration process. Contact us to learn more about our corporate advisory and restructuring services.
What if my company is already in financial trouble?
If your company is facing financial difficulties, Halo Advisory helps by analysing the situation, identifying restructuring options, and developing a financial management plan.
Alternatively, visit our SBR Small Business Restructure, and Voluntary Administration service pages to see if they are a better fit for your business.
How do I get started with Corporate Advisory services?
To get started, simply reach out to our team. We’ll discuss your specific needs and explore how our Corporate Advisory services can support your business goals.
CHIEF FINANCIAL OFFICER
Virtual CFO
A virtual CFO provides financial guidance and strategic planning remotely, helping businesses manage finances without a full-time hire.
A STRONGER FOOTING
Small Business Restructure
By restructuring your company, we satisfy creditors, prevent insolvency, and steer your business towards a brighter future.
WHEN IT’S TIME TO CLOSE
Creditors Voluntary Liquidation
The CVL process winds down the company when it is insolvent, cannot pay its debts as they fall due, and/or if other options are not available.
A PROACTIVE APPROACH
Voluntary Administration
By giving us control of your business, we can give you peace of mind and guideance to assessing and resolving your finacial issues.